Creative Planning
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Creative Planning’s PNC Financial Services PNC Stock Holding History

Creative Planning’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,200
Closed -$3K – 4777
2016
Q3 		$3K Hold
1,200
– – ﹤0.01% 4118
2016
Q2 		$10K Buy
+1,200
New +$103K ﹤0.01% 3251

Other funds holding PNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Creative Planning's PNC Position: Q1 2026 in Review

Creative Planning increased its PNC Financial Services (PNC) stake by 17% in Q1 2026, buying an estimated $4.02M and bringing the position to 123,994 shares worth $25.8M. The position accounts for 0.02% of the portfolio, ranked #348.

Creative Planning first reported a position in PNC in Q2 2013 and has held it in 52 quarters since. 1,915 funds tracked by Wall St. Rank hold PNC as of Q1 2026.

  • Creative Planning held 123,994 shares of PNC Financial Services worth $25.8M as of Q1 2026.
  • Creative Planning bought 18,443 PNC Financial Services shares in Q1 2026, an estimated $4.02M.
  • PNC Financial Services made up 0.02% of Creative Planning's portfolio in Q1 2026, its #348 holding.
  • Creative Planning first reported a position in PNC Financial Services in Q2 2013 and has held it in 52 quarters since.
  • 1,915 funds tracked by Wall St. Rank held PNC Financial Services as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.